General | Features & Benefits
 
 


Running on XL-Groupware™, MiddleOffice Control™ is a user-friendly and intuitive Automated Portfolio Consolidation & Management software solution for Private Wealth Managers, Asset Managers and Family Offices.


MiddleOffice Control™ enables you to track your investments operations with efficiency. Interfaced with custody systems for aggregating post-transaction data, MiddleOffice Control™ validates and consolidates clients' positions/holdings, calculates accrued interests ― portfolio performance ― Return on Assets (RoA) while cross-checking security/currency valuation against third-party sources as well as MIFID weighting operations against mandate/contract profile agreements.